Insights: Understanding What's Happening in Your Fundraising Right Now

Getting the Most Out of Avid Insights

Avid Insights is where your data comes to life.

For many fundraisers, this is the first time all their data is truly talking to each other in a cohesive, actionable way. This tool will quickly become your go-to resource for understanding what's happening in your program, identifying what’s working (and what’s not), and making data-driven decisions to improve results.

Your Year-to-Date Performance at a Glance

At the top of the Insights dashboard, you’ll see a quick summary of your revenue year-to-date over the past five years. This high-level view helps you track overall performance trends.

Want to dig deeper?
Click into the report to explore a full overview of the state of your fundraising program.

Your Top Five Insights

Below the revenue summary, Avid highlights the top five changes in your program since your last login. These insights are customized specifically for you, based on the key metrics you’ve prioritized in your profile settings.

You'll see a combination of:

• Wins in your program (like revenue increases, acquisition improvements, and more) that highlight opportunities for you to capitalize on.
• Problem areas (like decreases in retention, reactivation, and more) that you'll want to address before the issue gets out hand.

These insights help you quickly identify emerging challenges before they snowball—and spot opportunities you can capitalize on to drive growth.

Every time you log in, Avid surfaces the most relevant insights so you can take immediate action.

Comprehensive Reporting at Your Fingertips

Beyond the top insights, Avid gives you access to a full suite of reports covering every aspect of your fundraising program. You can:

• Use the search bar to find specific reports.

• Filter by category to narrow down your focus.

• Drill into key reports like new donor acquisition, donor migration, upgrade/downgrade trends, email acquisition, email health, and more.

With Avid Insights, you no longer have to sift through disconnected spreadsheets or static reports. Instead, you get real-time, personalized intelligence that helps you make smarter, faster decisions to grow giving and increase generosity.

Ready to dive in? Log into Avid Insights today and start exploring your data in a whole new way!

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